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California Water Service
CWT

Overview Fund Activity

320 hedge funds and large institutions have $2.22B invested in California Water Service in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
127
Reduced
97
Closed
38
Calls
$109K
Puts
$244K
Net Calls
-$135K
Net Calls Change
-$136K

Top Buyers

1
BlackRock
1
BlackRock
New York
$506M
2
State Street
2
State Street
Massachusetts
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$24M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$341M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$134M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.43M
4
Amundi
4
Amundi
France
$85.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
201
XTX Topco
Cayman Islands
$269K -$160K -3,534 -37%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$267K +$84.2K +1,858 +46%
Marshall Wace
203
Marshall Wace
United Kingdom
$267K -$698K -15,408 -72%
US Bancorp
204
US Bancorp
Minnesota
$264K +$21.7K +479 +9%
CWM
205
CIBC World Markets
New York
$253K +$253K +5,578 New
VI
206
Versor Investments
New York
$247K -$96K -2,117 -28%
BP
207
Ballentine Partners
Massachusetts
$234K +$234K +5,153 New
AWS
208
Atria Wealth Solutions
New York
$230K +$230K +5,067 New
CCM
209
Cullen Capital Management
New York
$228K -$347K -7,663 -60%
WSC
210
Wellington Shields & Co
New York
$227K – – –
MWM
211
Mission Wealth Management
California
$225K – – –
AIM
212
Aigen Investment Management
New York
$225K +$34.5K +760 +18%
EC
213
EntryPoint Capital
New York
$220K +$220K +4,853 New
CGH
214
Crossmark Global Holdings
Texas
$219K – – –
ABLA
215
Alan B. Lancz & Associates
Ohio
$218K – – –
SEI Investments
216
SEI Investments
Pennsylvania
$216K -$571K -12,598 -73%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$213K – – –
API
218
Asset Planning Inc
California
$204K +$204K +4,500 New
CL
219
Choreo LLC
Illinois
$203K -$43.7K -962 -18%
IC
220
IEQ Capital
California
$202K +$202K +4,467 New
VF
221
Virtu Financial
New York
$200K +$200K +4,423 New
Osaic Holdings
222
Osaic Holdings
Arizona
$187K +$28.9K +635 +18%
TRCT
223
Tower Research Capital (TRC)
New York
$184K -$305K -6,728 -62%
SPIA
224
Steward Partners Investment Advisory
New York
$172K +$453 +10 +0.3%
Lazard Asset Management
225
Lazard Asset Management
New York
$148K -$10.5K -232 -7%
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